Key Points Amazon’s first-quarter results reveals that consumers are starting to spend money again. Walmart is coming off a quarter in which its e-commerce sales surged 24% year over year. TJX has rarely experienced a down year in sales, and it continues to expand its off-price model globally. 10 stocks we like better than Walmart … Read more
Why AMD Stock Skyrocketed 74% in April
The whipping post
Key Points In April, AMD stock got a strong tailwind from the overall market’s strength, but also had plenty of company-specific catalysts. Catalysts include TSMC’s robust results, a deepened AI partnership with France, and further increases in AI capital expenditures by the big technology companies. AMD is scheduled to report its first-quarter results on Tuesday, … Read more
GTX Q1 Earnings Beat on Strong Sales, 2026 Outlook Lifted
Garrett Motion Inc. GTX posted first-quarter 2026 earnings of 49 cents per share, up 63.3% from 30 cents a year ago. The bottom line beat the Zacks Consensus Estimate of 43 cents, delivering a 15.4% earnings surprise. Net sales came in at $985 million, up 12.2% year over year and ahead of the consensus mark … Read more
Private Credit Turmoil Pushes BDCs Lower – Opportunity or Trap?
Gated funds, collateral fraud, and auto-sector defaults are giving investors in private credit funds and their stock-market equivalents, business development corporations (BDCs), a headache. We have discussed the recent woes of private credit funds (, ), yet we haven’t addressed BDCs. The similarities and differences between private credit funds and BDCs are important. For instance, … Read more